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Attaching Documents/Images to Client Cards

You may have written a letter in Word, received a lab report, have a digital X-Ray, photo etc. and you want to add this to the client record.

As of Dec 2006 there are a couple of ways of doing this. The 1st method is common to all versions, please read over the others as you may find an easier option.

Note: In the examples below the text SERVER relates to the name of YOUR server


UnAllocated Documents

Select 'W' (Write Screen) from the animal's management record:

Then;
Pre Dec 2006 Add New Attachment
After Dec 2006 New Attachment -> Use Unallocated Documents

In both cases, this will bring up a selection box with all the 'unallocated' images/documents in it. These files are all in the folder \\SERVER\premvet\sheets\new. You can place documents there via Windows 'Drag and Drop' or you could create a shortcut on the desktop.

Two ways:

Use Start -> Run -> \\SERVER\premvet\sheets
Right click the folder 'new' and drag to your desktop - select 'create shortcut here'

or

Network Places - select 'premvet on samba server 'SERVER'
Double click folder sheets
Right click and hold the folder 'new' and drag to your desktop - select 'create shortcut here'

In both cases you will have a folder 'Shortcut to new' on the Desktop - if you right click that and then Rename; you can call it images or another suitable name. Any images/document that you save or drop into that folder will appear in the 'Unallocated' folder mentioned earlier.

Now to add that to record card, select from the list:

Locate the document you have just saved (Should be the 1st on the list)


Adding the image/document

Use the 'Description' option the give the attachment a meaningfull description.

Select Attach

The document is now attached to the record card, you can use the Write -> Search option to recall this when needed.


Web Upload

Rather than use the Drag and Drop method above, you may wish to use your web browser to upload the file onto the Premvet server. On your home page you should have at the bottom a little box:

Enter the document path if you know it or just press 'Browse', you can then use the Windows 'File Upload' dialoge e.g.

Browse and select your document, you will be returned to the web page with the 'Document to Upload' filles in - select 'Upload Document'

See below for How to use the File Attacher.


Home / Common / Other Area

There are three other areas files can be deposited:

In all the cases above; the procedure is identical.

See below for How to use the File Attacher.


Premvet File Attacher

There are many places on the Premvet Server you can use as a depository for files/document/images. Once you are happy with the image/document you may want to attach it directly onto the animal's record card. This gives you a central location for animal related documents.

To get the 'file' into premvet we use the File Attacher, on the 'W' screen, select New Attachment then Select Existing File, this will display a selection box like:

The option on them relate to the above location, Home, Common, Web, Other. The 'Premvet Dump Area' is the same as the UnAllocate Area' initially discussed.

When in the File Attacher you can use the following keys:

<TAB> The Tab key will jump between windows.
<SPACE> The SpaceBar will select an option
Down Arrow Move Down an option
Up Arrow Move Up an option
Return The Return key will continue

To select, for example, one of the images we uploaded via the web,

You can now Add the Image as with the other options